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I'm content with my yellow media.
Unfortunately DXM will be in single digit this week?
Glen,let's see how good YM 2Q results are tomorrow.
Dxm
Market reaction to 2Q results not good so far.
Will, any reasons for such drastic drop in prices? New rules or taxes? Or usual market volatility? Thanks.
Yes I agree. Let's see what good news Y brings this week.
Thanks. I agree about book value for KS. with a drop of 23% in a month, it's like playing in Macau casino and losing your shirt. But still a value play.
SPMD shows current long term debt payment in liabilities. Any explanation?
I agree MPO is at good discount however Keng Seng is at deep deep discount. Considering your market price estimates of 4 billion Hkd for Macau properties alone, book value of KC share may be over 16$Hk IMO.
Thanks Will for your guidance and help. Besides y.w and 184,what's your 3rd best investment idea?
Any catalyst for KeckSeng in short term? Main risk is insiders owning 75%,would not care for minority shareholders and not pay fair price imo. Any thoughts?
Anybody still believing in Peak oil? What's best stock if you believe in peak oil? Thanks
Thanks a lot. Its price remains depressed. Buying a few periodically.
Keck Seng is authorized to buy back 34 million shares. Is company buying back any shares? Thanks
Thanks.
is it worth buying keng seng at this price or wait?
sorry for my mistake. But thanks for your expertise and help.
Thanks Rajeev
What date Keng Seng go ex-dividends? Please
Thanks. KS has gone up. wait for correction.
Which broker would you advise? Td ameritrade does not trade HK or LONDON securities. Thanks
When is MPO.LN getting dissolved?
Look at rpl.v in Canada paying good dividends with 7000 boepd production of light oil but has 290 million debt due to recent acquisition.
Glen and Will
Your thoughts on BKX.TO. it is selling part of oilfield in Oklahoma for 147million us$ in later April to XTO,an Exxon subsidiary. After the sale its cash position will be equal to market cap and has r,ights over some oil bearing shale in Oklahoma and three million acres shale play in Europe. George Soros invested 66 million $ for a stake in this company at three times current SP.
Thanks. I agree with your preference for yellow media where there was significant debt reduction with restructuring while DEXO/SPMD no debt reduction.
I tried to buy thru fidelity but many charges for KS. Any thoughts on DEXO. DOWN significantly.
Yellow media Ceo fired. Good News imo. Any thoughts?
Agreed. Very late to the party. 50% increase in RE prices in HK IS A sure sign of bubble.
GMN.V tiptoeing in Hongkong commercial RE market buying an office building. Probably late to the party. CEO lives there and owns 53% of the company.
Yellow Media paid interest to senior noteholders on timr last wk. Some positive action this week.
Glen likes dexo and spmd besides yellow media.
William what are your two favorite co besides yellow media? Thanks
Thanks a lot W.
Thanks Glen.
What happens to warrant if someone wants to take yellow media private for $10 a share ? What will out of money warrantholder get?
What happens to warrant if someone wants to take yellow media private for $10 a share ? What will out of money warrantholder get?
Will
You wanted to biuld a big position in Yellow Media per your prior comment. Volume is low lately. Any luck? I like your Dragon oil. Thanx
I prefer Y than SPMD-DEXO
I prefer Y than SPMD-DEXO
A minor sell off of Yellow Media. Time to add?
GMN.V they have bought undeveloped property then do explore and bring them closer to production. Then sell it at profit and keep a small interest in the property. They have done it a few times. They pay a small dividend too. Similar gold property was sold in china for 250 million $ recently but that property started production. Co is preparing mine site for plant. This may b worth 150mil not 50 mil in my prior post - typo- when plant is installed. Insiders will buy it out before that IMO. Only 18-19 mil float. Co may buy nearly 3 million shares this yr.
Another asset play is Gobimin Inc GMN.V . CEO is buying actively and owns over 53% another mining co owns 15%. Comp does buy back every year and will buy back almost 3 million shares this year. BV is $1.5 and around $1 is in cash and cash equiv.SP is around 65 cents. Co is preparing gold property with 4.5 mil oz gold which may be worth 50 mil. only less than 60 mil shares.